david: for more on disney's earnings, joining us now is moffettnathanson senior researcher, michael nathansonam. listening to what bob had to say forward,ll, let's look it is all about what is coming around the corner. how did analysts react? michael: i think that is right. we are now looking at the potential of his new strategy of the disney strategy and the near term, we are ignoring early fundamentals and looking at how many people can they add on the ogt platform? what is the cost of that business? we are all waiting for his next set of details enclosing the fox deal. no one is really focused on the short-term. david: how long will investors give disney and bob iger before they have to know exactly what the costs are and they get some real indication on the result? michael: that is a good question. in the next six months or so, disney will have an investor day and we are expecting them to lay out the cost of the buildout. i would say in the next six to nine months, we will know the cost. in terms of whether or not it is a success, we will know in about a years time. it is going to take a